lou: you have a lot of alls u elg a l bter rht n marrtas aest. ar weoing to s ctinu stroarng ve ua sse >> i think so. we aren't -- the s&p 500 operating index could be six to 7% next year. corporate america is doing better. corporate america does better than the overall gdp because the big publicly traded companies are picking up market share from the smaller companies, plus you're doing very well overseas. lou: what if the big boys and girls, all those trillio of dollars available actually get the gets up, the confidence had, so persuaded that the government has suddenly rationally predicted that we see business investment pick up and pick up strongly, start seeing job creation. what would be your outlook? >> we are already seeing job creation be okay. 300,000 a month is enough to get the unemployment rate down, but not as fast as we would like to see. what we need to see right now is capital spending pickup. no, we have seen a few tentative signs. this ceo business confidence survey, the business roundtable. lou: real money. real money out on t